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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
The fund completely exited Lululemon due to mounting challenges in its US operations, inventory errors, and activist pressure from the founder distracting management. While the stock...
— Pratik Kodial
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Other investors who've written on Lululemon Athletica Inc.